At Financial Pointe, our team works closely with successful individuals — such as those who are about to retire or who are currently retired — throughout Southern California.
These people most likely do not have the time, expertise, or inclination to manage their finances as professionally as they manage their careers and businesses. Our specialties include:
Tax Planning
Estate Planning
Risk Management Planning
Investment Planning
Retirement Planning
Business Planning
Executive Compensation PlanningLoading Posts...
Some information on previously posted material may have changed and be outdated. Please consult with your financial professional on all relevant information. Securities offered through Kestra Investment Services, LLC. Advisory services offered through Kestra Advisory Services, LLC.
Ed Albrecht is an entrepreneur who understands what it takes to start and maintain a successful business. As a graduate from Long Island University (BA Business Management), Ed put his degree and business insights to work as the founder of Edward Albrecht Textiles. For over 25 years, his company was recognized as a leading provider of creative designer fabrics for the American junior sportswear market. It was also his love of guiding and helping others succeed that lead him to discover a new career in financial planning. Until recently, Ed enjoyed a 13 year affiliation with MetLife. However, in an effort to provide clients with more concierge service, more robust product offerings and more operational excellence, he decided to pursue a change. That change lead him to proudly announce his new affiliation with Financial Pointe. Ed believes the planning process becomes the foundation upon which to accomplish life’s goals. He is dedicated to working with clients primarily made up of business owners and individuals who welcome professional financial guidance.
Being a proud father, husband, and business owner, Ed intuitively knows financial needs and how to help people identify their special goals and offer strategies to help obtain them. Working from that perspective, Ed collaborates with his clients to develop a comprehensive plan.
Ed is also deeply involved in Calabasas community affairs. He has long time involvements with the Jewish Home for the Aging and the Simi Valley Boys & Girls Club.
Ed and his wife Dot are long-time residents of Calabasas, California. They have two grown sons, Adam and Jonathan.
Ken Benedict brings to Financial Pointe more than 21 years of planning, operations and management experience in the financial services industry. Prior to working with Financial Pointe, Ken co-founded DAAT Asset Management, an independent investment advisory firm. His past experience includes being a highly successful Vice President and Branch Manager at Charles Schwab & Co., Inc., overseeing several multi-billion-dollar branch locations in Southern California. This is where he gained a passion for helping investors protect and build wealth through comprehensive financial planning. Additionally, Ken served as the Greater Los Angeles Regional VP for Fremont Investment and Loan. As a CERTIFIED FINANCIAL PLANNER™ professional, he is held to the highest fiduciary standard in the financial planning industry and works to help clients reach their financial goals.
Ken graduated from California State University, Fullerton with a Bachelor of Arts, business administration degree with a concentration in finance. He is the very proud father of three daughters and is active in his community as a volunteer for the Miller Family YMCA in Newbury Park, CA.
Shawn J. Corkery graduated from the Vanguard University with a degree in Business. Before entering the Financial Industry, he helped clients develop plans and implement programs to achieve their health goals. Similarly, Shawn serves a great variety of individuals and businesses from throughout Southern California to help them work towards their individualized financial goals. Shawn’s greatest joy from his work is the relationships he experiences with his clients.
Shawn and his wife, Jami have two beautiful children, Jack and Sophia. Shawn enjoys spending time with his family, is an active member of his church and enjoys staying active with fitness.
Jack Dvir, AAMS®, is an independent financial advisor at Financial Pointe. Jack graduated from California State University, Northridge (CSUN) with a degree in Business Administration in 1992. He received his Certified Public Accountant certification in 1996. Jack started his career at Edward Jones as an Investment Representative in 2000. He is an Accredited Asset Management Specialist, and was certified in the California Partnership for Long Term Care. He has taught courses, including “Smart Women Finish Rich,” “Personal Financial Workshop,” and “Retirement Planning Today” through the Conejo Valley Adult School & National University.
Jack has been happily married since 2000, and raising three wonderful kids. He leads the local Cub Scout Pack, and was a member of the Rotary Club of Westlake Village. His family volunteers at Senior Concerns, Feeding the Homeless, Creek Clean Up and “Santa Comes to Agoura.” He currently leads the Conejo Valley Business Independent Networking Group.
Elad Goren, CFP®, is a Principal and Co-founder of Financial Pointe. Elad graduated from California State University, Northridge (CSUN) with a degree in Finance in 1999. Elad also attended California Lutheran University (CLU) and completed the Financial Planning certification program. He received his Certified Financial Planner™ certification in 2009. Elad started his career at Edward Jones Investments as a Registered Representative in 1999. In 2004 he and his partner Stephen Thomas started Financial Pointe.
Elad and Marni have been married since August of 1999. They have two beautiful children, Ben and Revi. As a longtime member of this community, Elad is very happy to be involved with many organizations. He is also involved with the Jewish Federation and the Maccabi Sports Organization. He is a member of ProVisors and The Financial Planning Association.
As a professional Retirement Plan Advisor, 3(21) Co-Fiduciary (Non-Discretionary Investment Advisory Service), I focus on establishing a plan governance process designed to satisfy statutory and fiduciary standards and minimize a plan sponsor’s fiduciary liability. I also passionately advocate for the retirement outcomes of plan participants through innovative plan design, education, risk management, and selected investments that seek to protect investors from severe losses in down markets while providing quality participation in rising markets.
Do your employees feel their retirement plan is working for them? Is the plan helping you meet your corporate goals? An independent review could help you find ways to reduce liability, improve employee satisfaction, and optimize plan costs. Please contact me for an assessment of your retirement plan.
Specialties: Corporate Retirement Plans (401(k), ERISA 403(b), Defined Benefit, Pension, Cash Balance, New Comparability); Estate & Business Succession Planning and selected individual investments.
Heather joined the Financial Pointe team in March of 2015.
Heather began her career in the hospitality service industry in 1993 in customer service and hotel accounting. She received her Associates of Arts degree in Business Administration from Moorpark College in 1995. After leaving the hospitality industry in 1999, she spent the next 15 years in pension administration with a third party administrator and insurance firm in Woodland Hills, CA. Over the course of her career in pension administration, she earned several certifications in Defined Contribution administration and compliance and was a member of the American Society of Pension Professionals & Actuaries (ASPPA).
Heather & her husband, Darren, have been married since May 1999 and have two children. She has been an active member of the PTA Executive Board for over 5 years at her children's school. She enjoys watching her boys play baseball and golf, and spending time with her family and friends.
Rick Norkin, CLU®, moved to the Conejo Valley as a teenager when the sheep outnumbered the people. After graduating from Cal State Northridge Rick has worked exclusively in the financial services industry, first as a banker and since 1997 as a financial advisor. Rick is an avid golfer. He and his wife, Marta, have three children and 5 granddaughters. Rick specializes in retirement planning and corporate 401(k) pension plans.
Mark Roncoroni recently joined Financial Pointe and has been in practice since 1999. Mark attended the College for Financial Planning and received his Chartered Retirement Planning Counselor accreditation.
Mark’s financial planning practice focuses on income tax advantaged wealth accumulation, preservation and retirement funding strategies. He works hand-in-hand with his clients to help them identify, evaluate and implement strategies to achieve their financial goals and objectives.
While Mark was serving in the U.S. Navy for eight years as an Anti-submarine Warfare Specialist, he earned his B.S. in Electronic Engineering. Prior to joining the financial planning industry, Mark worked as a Systems engineer for 11 years for the U.S. Navy.
Stephen R. Thomas, MS, CFP®, is a Principal and Co-founder of Financial Pointe. Steve graduated from the University of California, Santa Cruz (UCSC) with a degree in Chemistry in 1997. He earned the Certified Financial Planner certification in 2009 after completing the professional education program through the Certified Financial Planner Board of Standards, Inc. He also received a Master of Science degree in Financial Planning from the College of Financial Planning in 2013. Steve has worked exclusively in the area of financial planning since 1997. He serves a great variety of individuals and businesses from throughout Southern California, including but not limited to: physicians, executives, CPA’s, attorneys, widows, divorcees, mature families, business owners, pre-retirees, and retirees.
Steve is a sports enthusiast, but would rather play sports than watch them. He has used his passion for sports, particularly soccer, to help neglected children, living in Camarillo California based Casa Pacifica, learn and enjoy the game of soccer.
Steve and his wife, Mandy, are high school sweethearts and have three children, Matty, Brooke, and Renden.
Kevin Tolsma, CFP is a Financial Advisor for Financial Pointe. Kevin received a degree in Economics from UC Berkeley in 1987 and has completed MBA coursework in Finance at Seattle Pacific University. He started his career with the venerable investment banking firm, Donaldson, Lufkin and Jenrette in 1987. Kevin advises clients in the realm of Retirement and Estate Planning, Investments, Charitable Planning and Business Succession Planning.
Kevin has been a past speaker at the Western Pension and Benefits Conference.
Kevin and his wife, April have two children, Cambria and Camden. Kevin is an avid reader and a fitness buff. He enjoys skiing, boarding and body surfing and is also active with his church.
Our proactive approach to client service is all about saving you time and providing you with a feeling of confidence.
This structure means we can meet all your financial needs, eliminating the complexities associated with working with more than one company.
At Financial Pointe, we believe in truly understanding your entire picture before developing a sound financial plan. By discussing your financial goals, timeframe for results, and risk upfront we can devise a better strategy for your unique situation. We’ll take a look at things such as:
Cash flow
Assets
Liabilities
Current insurance coverage
Investments
Tax strategies
Business planning
Executive compensation
Fringe benefits
Estate planning
As needed, we can help coordinate the financial planning process with you and other professionals such as attorneys, accountants, mortgage brokers, and property casualty insurance agents.
There’s one common thread at the root of our investment services: You.
By understanding your current situation, investment objectives, and any unique challenges you face, our team will determine which risk/return profile best describes your tolerance for risk and provides a strong framework from which all your future financial decisions can be made.
As a Financial Pointe investment client, you can rest easy knowing your portfolio is continuously monitored and periodically rebalanced. This process helps us make sure your investments are constantly aligned with your long-term risk and return objectives.
Investing involves risk including the potential loss of principal. No investment strategy including asset allocation can guarantee a profit or protect against loss in periods of declining values. Rebalancing investments may cause investors to incur transaction costs and, when rebalancing a non-retirement account, taxable events will be created that may increase your tax liability. Rebalancing a portfolio cannot assure a profit or protect against a loss in any given market environment.
3323 Old Conejo Road
Thousand Oaks, CA 91320
(805) 499-3570
(805) 499-3571
